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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 215.18

-2.1%

Dec 2 3:59 PM EST

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To: Joe NYC who wrote (202392)	6/15/2006 9:29:29 PM
From: KeithDust2000	Read Replies (1) of 275872

Joe, the first Woodcrest 2S SpecIntRate benchmark from INTEL was published at a German site almost a year ago. I linked to it here and on I-Hub to discuss that early sign of what was to come. According to the new numbers, INTEL is about to exceed their performance estimate (and roadmap) even - according to INTEL´s original plans, Woodcrest was supposed to be a 2.93Ghz part with a 1066Mhz FSB. If you were AMD, what would you do with your pricing structure for Opteron 2xx? Obviously, with a 3Ghz Woodcrest, the current 2.6Ghz Opteron 285 @ >$1000 will have to come down sharply. Do you think pricing on Mhz (vs. Woodcrest) is a viable option?

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